INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 4 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $624,281 | -2.8% | 18,383 | +900.7% | 0.05% | +1.9% |
| Q2 2023 | $642,556 | +26.5% | 1,837 | +12.3% | 0.05% | +23.8% |
| Q1 2023 | $508,073 | -4.1% | 1,636 | -14.8% | 0.04% | -10.6% |
| Q4 2022 | $529,856 | +0.7% | 1,920 | -1.7% | 0.05% | -9.6% |
| Q3 2022 | $526,000 | -5.9% | 1,953 | +0.1% | 0.05% | +2.0% |
| Q2 2022 | $559,000 | -18.4% | 1,951 | +0.1% | 0.05% | -3.8% |
| Q1 2022 | $685,000 | -19.8% | 1,949 | -15.8% | 0.05% | -11.7% |
| Q4 2021 | $854,000 | +20.8% | 2,314 | +8.0% | 0.06% | +5.3% |
| Q3 2021 | $707,000 | +1.6% | 2,142 | +0.1% | 0.06% | +3.6% |
| Q2 2021 | $696,000 | +27.0% | 2,140 | +15.8% | 0.06% | +5.8% |
| Q1 2021 | $548,000 | +7.9% | 1,848 | +3.9% | 0.05% | -1.9% |
| Q4 2020 | $508,000 | +35.5% | 1,779 | +24.4% | 0.05% | +20.5% |
| Q3 2020 | $375,000 | +10.6% | 1,430 | +0.2% | 0.04% | 0.0% |
| Q2 2020 | $339,000 | – | 1,427 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 108,872 | $25,900,000 | 16.08% |
| Engrave Wealth Partners LLC | 54,444 | $12,952,000 | 11.53% |
| Wolf Group Capital Advisors | 44,180 | $10,510,000 | 7.83% |
| Retirement Group, LLC | 45,498 | $10,824,000 | 6.71% |
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 12,515 | $3,093,000 | 3.38% |
| Systelligence, LLC | 33,635 | $8,002,000 | 2.59% |
| Jackson Wealth Management, LLC | 61,014 | $14,515,000 | 2.58% |
| Financial Services Advisory Inc | 21,212 | $5,046,000 | 2.56% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 164,764 | $39,197,000 | 2.38% |
| Great Diamond Partners, LLC | 18,381 | $4,372,000 | 1.81% |